Baseline Analytics delivers curated financial content and premium services, delivering actionable investment strategies for institutions and investors.

TrendFlex delivers a simple, objective tool to assess the risk of a change in market trend, enabling investors to participate on the right side of the market trend at all times.

We start with a global perspective on macro-economic trends and market activity.

Actionable investment ideas based on global, regional, sector and style fundamental and technical criteria.

An intelligent blend of fundamental and technical criteria to drill down from our global and regional approach to find selective equity investments.

Portfolio strategies incorporating our MacroView, ETF and Equities research.

Subscribe to our TrendFlex Signals, ETF and Equity selections, targeted from our global, regional, sector and style insight.

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Macro

Global and regional insight into economic and financial matters to drive investment strategy

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ETFs

Actionable investment ideas based on regional and sector news and research

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Equities

Timely, targeted investment opportunities driven by macro, regional and sector developments

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Asset Allocation

Bringing it all together: Macro > ETF> Equities

 

Allocation Strategy is updated on a bi-weekly basis, and takes a longer-term view consistent with the TrendFlex Allegiance system. Allocations are based on a blend of macro-economic trends and technical analysis, and incorporate the insight of our Thought Leaders as expressed on the Baseline Analytics website.

Asset Allocation Strategy - November 12, 2015

Next Update: 12/1/2015

Instrument 

Underweight

Neutral

Overweight

Equities

     

 

 

Fixed Income

 

 

   

Alternatives

     

 

 

Cash

   

 

   

Equities

Style

Large Caps

         

Mid Caps

         

Small Caps

         

Sector

Staples 

   

 

   

Discretionary 

     

 

 

Technology

     

 

Utilities

         

Industrials

         

Healthcare

   

 

   

Materials

     ♦     

Financials

         

Energy

         
Regions     

US

         

Eurozone

       

 

China

   
     

India

         

Japan

         

Emerging Asia

         

EMEA

         

Latin America

         

Fixed Income

Investment Grade

     

 

 

High Yield

   

 

   

Developed Market

     

 

 

Emerging Market

 

 

     

Treasuries

   

 

   

TIPS

         

Municipal

   

 

   

Alternatives

Commodities

     

 

 

Absolute Return

     

 

REITS

   

 

   

Convertible Bonds